Customize Dashboards

Last modified by admin on 2023/12/11 17:19

Creating New View

To create a new views, take the following steps:

Step 1: Users click on Edit Dashboard in any view to access Tableau UI.

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At this point, the screen will be switched to the view configuration screen of the embedded Tableau platform.

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Note: The views in akaBot Insights are divided into two types: Worksheets and Dashboards. A dashboard can include one or multiple worksheets depending on the preferences and purposes of the creator.

Step 2.1: To create a new worksheet, users can either click on the New Worksheet icon at the bottom of the page, or enter keyboard shortcut Ctrl + Alt + T.image-20230519092843-3.png

Or click on Worksheet on the menu bar, then New Worksheet

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Step 2.2: To create a new dashboard, users click on the New Dashboard icon at the bottom of the page. 

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Or click on Dashboard on the menu bar, then New Dashboard.

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Step 3: Click on Publish to save the new view to the list of views in akaBot Insights.

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For detailed instructions on how to proceed next, we recommend reading Tableau’s guides for creating dashboards, found below.

The following pages help you create dashboards through the Tableau UI:

  • Tableau Learning: It provides users with the fundamental knowledge and how to use Tableau.
  • Tableau Documentation: It provides official Tableau documentation and instructional materials.
  • Tableau Gallery: The Tableau Gallery is a place where you can learn how others design dashboards. It primarily focuses on learning about ideas, design techniques, and combining different types of charts.
  • Tableau Viz Cookbook: A compilation of 52 different types of charts ranging from the most basic ones.
  • Tableau Chart Catalog: A compilation of 100 basic to advanced types of charts, including a wide range of creative charts to serve various purposes.

Duplicating Views

To duplicate a view, take the following steps:

Step 1: Users click on Edit Dashboard in any view to access Tableau UI.

Step 2: Right-click on the sheet you want to duplicate, then click Duplicate.

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Step 3: Click on Publish to save the duplicated sheet to the list of views in akaBot Insights.

Exporting Views

Users can export the visualization in different formats: as a PDF file, as an image file, as a CSV file, as an Excel file, or as a PowerPoint file.

Step 1: To export a view, click on the Download icon

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Step 2: Choose the file format you want to download.

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Deleting Views

Views that are deleted on the akaBot Insights UI will not be completely removed but will be saved on the Tableau site.

To completely delete a view, you can follow these steps:

Step 1: Users click on Edit Dashboard in any view to access Tableau UI.

Step 2: Right-click on the sheet you want to duplicate, then click Delete.

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Create and Edit your own dashboards

In addition to using the templates, you can customize your dashboard according to your preferences. 

Note: To become proficient in creating/editing dashboards, please refer to the Tableau Documentation (the embedded platform of akaBot Insight).

  
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